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March 31, 2021

April Checklist for Running Your PTA

Governance. Powered by PTA.

Washington State PTA understands that PTAs are working through the realities we are all living under during this unprecedented time. The following list outlines the things that a PTA, as a nonprofit corporation, should be doing at this time under normal circumstances. It is not a level playing field and we understand that some PTAs are capable of doing more than others. Please do your best and ask for help if you need it. Our focus is as it has always been, on advocating for every child. We do that best with strong PTAs and know that together we can get beyond this and continue the amazing work of PTA for years to come.

Ongoing Tasks

  • Attend any board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Attend training
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate
  • Review the Standards of Affiliation Checklist

Monthly Tasks

Celebrate WSPTA’s Founder’s Day on April 14
WSPTA was founded in 1905 by Abby Williams Hill.

File your Department of Revenue Sales Tax Form by April 15

Review the blog post “Taking Care of Business Through Virtual Meetings
During this time, modifications may need to be made to be able to continue to do PTA business.

At the April board meeting, have the budget committee present the budget
The board votes to recommend it to the membership at the next membership meeting.

Elect new officers and approve the proposed budget at a membership meeting
Officers must be elected by June 30, but sooner allows time for transitions and training. Report newly elected officers to WSPTA in May when requested.

Complete WSPTA Standards of Affiliation (SOA) training requirement prior to WSPTA Convention

Encourage officers to attend WSPTA Convention
Counts as training for the following year.

Consider opportunities for volunteer recognition
Check your standing rules for applicable individual volunteer recognition awards such as the Golden Acorn. Awards can be purchased from the PTA store.

Begin planning for Staff Appreciation Week, May 3-7, 2021
Harvest ideas on how to create a unique program to show staff how much they are appreciated.

Was your PTA Incorporated in April?  If so, then your annual Corporation Renewal is due on 4/30. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership

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